StoneCrest Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,122
| Closed | -$261K | – | 74 |
|
|
2024
Q4 | $261K | Sell |
1,122
-112
| -9% | -$26K | 0.17% | 56 |
|
|
2024
Q3 | $279K | Sell |
1,234
-452
| -27% | -$102K | 0.2% | 54 |
|
|
2024
Q2 | $381K | Sell |
1,686
-588
| -26% | -$133K | 0.29% | 47 |
|
|
2024
Q1 | $474K | Sell |
2,274
-186
| -8% | -$38.7K | 0.41% | 42 |
|
|
2023
Q4 | $474K | Buy |
+2,460
| New | +$474K | 0.45% | 40 |
|